Ginger Carson
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Rochester, MN 55901
Credentials
Series 63, Series 65
Industry experience
42 years
About
Ginger Carson is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. She works with clients to review their asset allocation, wealth strategy, and overall financial objectives, with a focus on retirement and estate planning services. Ginger began her career with Merrill in 1983 and serves high net worth clients by helping them align their financial plans with their estate goals and personal priorities.
She holds a Bachelor's Degree from the University of Minnesota System and has earned the CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. Ginger’s client focus includes college education planning, family wealth management strategies, legacy planning, personal retirement planning, women and wealth, tax minimization, and retirement income.
Outside of her professional work, Ginger participates in community activities and supports organizations such as Brains Together for a Cure and Legal Assistance of Olmsted County. Her personal interests include cooking, football, golfing, reading, and traveling.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
General retirement planning
Retirement income strategy
Wealth management
General estate planning guidance
Charitable giving & philanthropy
Demographic focus
Women Professionals
Women's Finance
Work history
Bank of America,N.A.
2009 - Present (17 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
1983 - Present (43 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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